Portfolio (Quarterly)
Guide ↗
Jaffetilchin Investment Partners, LLC
· CIK 0001404652| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 341 | HAS | HASBRO INC COM | Consumer Cyclical | 3,675.0 | $344K | 0.02% | +100.0 | +2.8% | $93.59 | -6.0% |
| 342 | TFC | TRUIST FINL CORP COM | Financial Services | 7,478.0 | $344K | 0.02% | +138.0 | +1.9% | $45.97 | +5.9% |
| 343 | ZTS | ZOETIS INC CL A | Healthcare | 2,882.0 | $341K | 0.02% | -444.0 | -13.3% | $118.20 | -31.2% |
| 344 | SBIO | ALPS MEDICAL BREAKTHROUGHS ETF | — | 6,492.0 | $340K | 0.02% | NEW | — | $52.34 | +2.3% |
| 345 | CEG | CONSTELLATION ENERGY CORP COM | Utilities | 1,207.0 | $337K | 0.02% | +176.0 | +17.1% | $279.16 | +8.0% |
| 346 | HACK | AMPLIFY CYBERSECURITY ETF | — | 4,480.0 | $336K | 0.02% | — | — | $75.09 | +27.1% |
| 347 | XMHQ | INVESCO S&P MIDCAP QUALITY ETF | — | 3,221.0 | $333K | 0.02% | — | — | $103.37 | +6.4% |
| 348 | ANET | ARISTA NETWORKS INC COM SHS | Technology | 2,627.0 | $322K | 0.02% | -347.0 | -11.7% | $122.76 | +28.7% |
| 349 | STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | Technology | 818.0 | $320K | 0.02% | -50.0 | -5.8% | $391.78 | +115.9% |
| 350 | — | FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JANUARY | — | 14,777.0 | $318K | 0.02% | NEW | — | $21.54 | — |
| 351 | XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | — | 2,865.0 | $318K | 0.02% | +69.0 | +2.5% | $110.87 | +4.2% |
| 352 | WELL | WELLTOWER INC COM | Real Estate | 1,597.0 | $316K | 0.02% | +450.0 | +39.2% | $197.65 | +9.4% |
| 353 | ETHE | GRAYSCALE ETHEREUM STAKING ETF | Financial Services | 18,428.0 | $315K | 0.02% | — | — | $17.07 | -1.7% |
| 354 | COP | CONOCOPHILLIPS COM | Energy | 2,365.0 | $312K | 0.02% | NEW | — | $132.00 | -11.7% |
| 355 | LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | — | 7,665.0 | $311K | 0.02% | +551.0 | +7.8% | $40.54 | +2.3% |
| 356 | BTI | BRITISH AMERN TOB PLC SPONSORED ADR | Consumer Defensive | 5,286.0 | $309K | 0.02% | — | — | $58.47 | +11.1% |
| 357 | ALL | ALLSTATE CORP COM | Financial Services | 1,484.0 | $308K | 0.02% | — | — | $207.31 | +2.7% |
| 358 | BCX | BLACKROCK RES & COMMODITIES ST SHS | Financial Services | 25,271.0 | $305K | 0.02% | +8K | +50.1% | $12.05 | +0.4% |
| 359 | VPU | VANGUARD UTILITIES ETF | — | 1,531.0 | $303K | 0.02% | — | — | $198.18 | -0.8% |
| 360 | — | CLOUGH SELECT EQUITY ETF | — | 7,571.0 | $302K | 0.02% | -2K | -19.8% | $39.83 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
33.3%
Financial Services
17.8%
Consumer Cyclical
11.5%
Communication Services
10.4%
Industrials
9.0%
Healthcare
6.3%
Consumer Defensive
4.9%
Energy
2.8%
Utilities
2.1%
Basic Materials
1.2%